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Wintrust Financial
WTFC

Overview Fund Activity

384 hedge funds and large institutions have $4.11B invested in Wintrust Financial in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 132 increasing their positions, 139 reducing their positions, and 59 closing their positions.

Holders
384
Holders Change
-12
Holders Change %
-3.03%
% of All Funds
6.15%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
52
Increased
132
Reduced
139
Closed
59
Calls
$4.65M
Puts
$3.43M
Net Calls
+$1.22M
Net Calls Change
+$290K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$70.3M
2
CCM
2
Channing Capital Management
Illinois
$49.5M
3
Capital International Investors
3
Capital International Investors
California
$48.7M
4
Millennium Management
4
Millennium Management
New York
$72M
5
GKIM
5
GW&K Investment Management
Massachusetts
$30.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$14.9M
2
Invesco
2
Invesco
Georgia
$12M
3
Victory Capital Management
3
Victory Capital Management
Texas
$131M
4
ZIM
4
Zacks Investment Management
Illinois
$6.52M
5
Morgan Stanley
5
Morgan Stanley
New York
$43.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
426
Accurate Wealth Management
Florida
– – -1,562 Closed
RBC
427
Romano Brothers & Co
Illinois
– – -842 Closed
CAS
428
Coppell Advisory Solutions
Texas
– – -524 Closed
CASC
429
Coppell Advisory Solutions Corp
Texas
– – -524 Closed
MCC
430
Money Concepts Capital
Florida
– – -240 Closed
OWA
431
One Wealth Advisors
California
– – -171 Closed
CAL
432
Capital Advisors Ltd
Ohio
– – -167 Closed
MIM
433
Macroview Investment Management
Maryland
– – -128 Closed
First Manhattan
434
First Manhattan
New York
– – -72 Closed
STCOSD
435
Sageworth Trust Company of South Dakota
South Dakota
– – -59 Closed
TC
436
Truvestments Capital
Florida
– – -21 Closed
MRCM
437
M&R Capital Management
New Jersey
– – -19 Closed
CAM
438
ClariVest Asset Management
California
– – -19 Closed
BAAM
439
Baker Avenue Asset Management
California
– – -16 Closed
MSCM
440
McElhenny Sheffield Capital Management
Texas
– – -7 Closed
CS
441
Comerica Securities
Michigan
– – -3 Closed
SWA
442
Sutton Wealth Advisors
Florida
– – -1 Closed
Group One Trading
443
Group One Trading
Illinois
– – – –
Wolverine Trading
444
Wolverine Trading
Illinois
– – – –
AW
445
Avion Wealth
Texas
$0 6 +6 New
14 15 16 17
18